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Disclosery

Grassi Investment Management: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on IWM, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 6,132 IWM shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,132 shares
    Change vs previous 13F -575 shares

    0.11% of the 13F portfolio, value $1,323,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 6,707 shares
    Change vs previous 13F +290 shares

    0.12% of the 13F portfolio, value $1,338,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 6,417 shares
    Change vs previous 13F +420 shares

    0.12% of the 13F portfolio, value $1,418,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 5,997 shares
    Change vs previous 13F -175 shares

    0.11% of the 13F portfolio, value $1,325,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 6,172 shares
    Change vs previous 13F +121 shares

    0.11% of the 13F portfolio, value $1,252,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 6,051 shares
    Change vs previous 13F +630 shares

    0.12% of the 13F portfolio, value $1,273,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 5,421 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,088,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).